CLIENT SERVICE ADVISOR

Shieldco-Insurance; Sullivan (MO); On-site; USD 25,000 - 30,000; Full time

Job summary

ShieldCo Insurance, a family-owned independent agency in Sullivan, Missouri, is seeking a Client Service Advisor to support auto, home, and umbrella policyholders with day-to-day service needs. This full-time role emphasizes warmth, professionalism, and accurate documentation in agency systems.

Starting hourly rate is $18–$22, based on experience and qualifications, with opportunities to grow in a service-first environment that values client satisfaction and reliable performance.

Qualifications

• Strong attention to detail and organizational skills.
• Excellent verbal and written communication skills.
• Reliable, dependable work ethic with a genuine desire to help clients.
• Ability to work full-time.
• Prior customer service experience.

Responsibilities

• Respond to client inquiries regarding auto, home, and umbrella policy coverage, changes, and renewals.
• Process policy change requests accurately and in a timely manner using agency management systems.
• Guide clients through the initial steps of claims intake, ensuring accurate documentation and clear communication.
• Review upcoming renewals to identify coverage gaps or opportunities for policy updates.
• Maintain detailed, accurate client records and documentation within agency systems.
• Collaborate with agents and team members to resolve client concerns efficiently.
• Explain coverage options and policy details in a clear, client-friendly manner.
• Follow up with clients to confirm resolution of requests and ensure satisfaction.

Skills

Attention to detail

Communication skills

Computer proficiency

Reliable work ethic

Customer service experience

Tools

CRM software

Agency management systems

Job description

Client Service Advisor – Personal Lines

Are you someone who takes pride in being dependable, detail-oriented, and genuinely enjoys helping people? ShieldCo Insurance, a family-owned independent agency, is looking for a Client Service Advisor to join our Personal Lines team. In this role, you'll serve as a trusted point of contact for existing clients, guiding them through policy changes, renewals, coverage questions, and claims intake with warmth and professionalism.

Job Summary

As a Client Service Advisor, you will support our existing auto, home, and umbrella policyholders by managing day-to-day service needs within our agency management systems. This full-time role is ideal for someone who thrives on providing honest, service-first support and is comfortable working on a computer throughout the day. This position offers a starting hourly rate of $18–$22, based on experience and qualifications.

Key Responsibilities

• Respond to client inquiries regarding auto, home, and umbrella policy coverage, changes, and renewals
• Process policy change requests accurately and in a timely manner using agency management systems
• Guide clients through the initial steps of claims intake, ensuring accurate documentation and clear communication
• Review upcoming renewals to identify coverage gaps or opportunities for policy updates
• Maintain detailed, accurate client records and documentation within agency systems
• Collaborate with agents and team members to resolve client concerns efficiently
• Explain coverage options and policy details in a clear, client-friendly manner
• Follow up with clients to confirm resolution of requests and ensure satisfaction

Required Qualifications

• Strong attention to detail and organizational skills
• Excellent verbal and written communication skills
• Comfort and proficiency working on a computer for extended periods
• Reliable, dependable work ethic with a genuine desire to help clients
• Ability to work full-time
• Prior customer service experience

Preferred Qualifications

• Active Property & Casualty (P&C) insurance license
• Prior experience in personal lines insurance service or a related administrative role
• Familiarity with agency management systems
• Experience handling renewals, policy changes, or claims intake

Technical Skills

• Proficiency with agency management or CRM software (or ability to learn quickly)
• Strong data entry accuracy and typing skills
• Comfort navigating multiple software systems and screens simultaneously
• Basic proficiency with email, calendar, and office productivity tools